Arca Continental releases Q2 2026 earnings call transcript

• Arca Continental’s second-quarter 2026 earnings call drew the CEO, CFO, Chief Planning and Strategic Capabilities Officer, Chief Operating Officer.
• Revenue held at MXN 63.5 billion; EBITDA slipped 0.2% to MXN 13.1 billion; net income fell 9.4% to MXN 4.9 billion.
• Mexico unit case volume excluding jug water fell 3%; management cited an excise tax, weaker demand, adverse weather; June improved on World Cup activity.
• Mexico executed full pass-through of a MXN 1.5 per liter excise tax, lifting average price about 8%; focus shifted to returnables, single-serve.
• Extraordinary dividend set at MXN 2.5 per share for Aug. 5; total distributions reached MXN 6.78 per share including April’s MXN 4.28.

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